Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-37.50%
3 year
-5.61%
5 year
-12.39%
10 year
-2.12%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through April 30, 2026Volatility (ann.)
24.71%
Sharpe
-1.36
Sortino
-1.50
Max drawdown
-98.00%
Best month
15.70%
Worst month
-35.90%
Beta vs VTSAX
1.29
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.